Horizon Investments

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6210 Ardrey Kell Rd Ste 300
Charlotte, NC 28277
+1 (704) 544-2301
https://www.horizoninvestments.com

Horizon Investments is a Charlotte-based firm that specializes in goals-based investing, offering investment management, technology, and consulting tools to help clients achieve their financial objectives. With a focus on behavioral finance, Horizon Investments combines qualitative and quantitative processes to provide a flexible and personalized approach to investment management.

The firm's offerings include goals-based strategies, custom portfolios, mutual funds, and technology tools that enhance practice efficiency for financial advisors and institutions. With an active and multi-disciplinary investment team, Horizon Investments leverages academic research and industry experience to deliver tailored solutions to its clients.

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United States›North Carolina›Charlotte›Horizon Investments

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